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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$56.6B
AUM Growth
+$4.03B
Cap. Flow
+$1.92B
Cap. Flow %
3.4%
Top 10 Hldgs %
7.89%
Holding
3,713
New
414
Increased
1,834
Reduced
1,026
Closed
416

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$373M
2
COST icon
Costco
COST
+$283M
3
BMY icon
Bristol-Myers Squibb
BMY
+$270M
4
PFE icon
Pfizer
PFE
+$240M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$274M
2
EMC
EMC CORPORATION
EMC
+$228M
3
GAS
AGL Resources Inc
GAS
+$216M
4
TE
TECO ENERGY INC
TE
+$136M
5
CHTR icon
Charter Communications
CHTR
+$133M

Sector Composition

Rank Sector Weight
1 Technology 15.61%
2 Healthcare 12.42%
3 Financials 11.99%
4 Consumer Staples 9.6%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TANH icon
3151
Tantech Holdings
TANH
$5.27M
$121K ﹤0.01%
+6
New +$198K
FENX
3152
DELISTED
Fenix Parts, Inc.
FENX
$120K ﹤0.01%
+30,214
New +$128K
FLNT
3153
Fluent
FLNT
$132M
$118K ﹤0.01%
+3,850
New +$118K
PTE
3154
DELISTED
PolarityTE, Inc. Common Stock
PTE
$118K ﹤0.01%
1,355
+3
+0.2% +$295
EMXX
3155
DELISTED
Eurasian Minerals Inc
EMXX
$118K ﹤0.01%
+110,300
New +$117K
MLP icon
3156
Maui Land & Pineapple Co
MLP
$310M
$117K ﹤0.01%
17,671
+5,471
+45% +$36.6K
AT
3157
DELISTED
Atlantic Power Corporation
AT
$117K ﹤0.01%
+47,535
New +$120K
AEHL icon
3158
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
BBVA icon
3159
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
$116K ﹤0.01%
+19,801
New +$114K
BRN icon
3160
Barnwell Industries
BRN
$13.9M
$116K ﹤0.01%
70,400
+600
+0.9% +$928
HH
3161
DELISTED
Hooper Holmes Inc
HH
$116K ﹤0.01%
91,729
+500
+0.5% +$759
ALTO icon
3162
Alto Ingredients
ALTO
$326M
$114K ﹤0.01%
16,500
-279,600
-94% -$1.8M
BSIN
3163
Big Sky Industrial
BSIN
$71.4M
$113K ﹤0.01%
6,468
+270
+4% +$5.24K
KALV
3164
DELISTED
KalVista Pharmaceuticals
KALV
$112K ﹤0.01%
+17,337
New +$131K
GPUS
3165
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
HLTH
3166
DELISTED
Nobilis Health Corp.
HLTH
$112K ﹤0.01%
+33,500
New +$101K
YGE
3167
DELISTED
Yingli Green Energy Holding Comp
YGE
$112K ﹤0.01%
+28,989
New +$114K
ELTK icon
3168
Eltek
ELTK
$57.1M
$111K ﹤0.01%
21,640
+1,880
+10% +$10.2K
IDXG
3169
DELISTED
Interpace Biosciences, Inc. Common Stock
IDXG
$110K ﹤0.01%
6,851
+237
+4% +$6.55K
PLAG icon
3170
Planet Green Holdings
PLAG
$16.1M
$108K ﹤0.01%
687
+57
+9% +$11.3K
ZX
3171
DELISTED
China Zenix Auto Internatl Ltd
ZX
$107K ﹤0.01%
88,600
+32,300
+57% +$34.5K
AAU
3172
DELISTED
Almaden Minerals Ltd
AAU
$106K ﹤0.01%
75,800
-40,500
-35% -$59.7K
RLOG
3173
DELISTED
Rand Logistics, Inc.
RLOG
$106K ﹤0.01%
139,600
+9,200
+7% +$8.64K
LFWD icon
3174
ReWalk Robotics
LFWD
$22.2M
$104K ﹤0.01%
+9
New +$119K
PLX icon
3175
Protalix BioTherapeutics
PLX
$190M
$103K ﹤0.01%
18,090
+7,800
+76% +$48.6K
125 126
127
128 129

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Jim Simons's Q3 2016 Portfolio in Review

As of Q3 2016, Jim Simons held 3,713 positions worth $56.6B, up 7.7% from $52.5B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $1.92B of net new capital in Q3 2016, opening 414 new positions and adding to 1,834 existing holdings. Its largest new stake was FedEx: 811,400 shares worth $142M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was CVS Health, an estimated $274M trimmed.

  • Jim Simons's largest Q3 2016 buy was FedEx: 811,400 shares worth $142M.
  • Jim Simons added most to Alphabet (Google) Class A in Q3 2016, an estimated $373M increase.
  • Jim Simons's biggest Q3 2016 reduction was CVS Health, cutting an estimated $274M.
  • Jim Simons fully exited EMC CORPORATION in Q3 2016, selling an estimated $228M.
  • Jim Simons's ten largest holdings make up 7.9% of its $56.6B portfolio in Q3 2016.
  • Jim Simons opened 414 new positions and closed 416 in Q3 2016.
  • Jim Simons's portfolio value rose 7.7% quarter-over-quarter to $56.6B.

Based on Renaissance Technologies's 13F filing for Q3 2016, filed 14 Nov 2016.